03/28/2022
Highvern wins European award for its fund administration services
This news follows further recognition of the company
Wealth and Asset Management
03/28/2022
Credit Suisse Board Pressured on Accountablity
Chair Axel Lehmann has received pressure from shareholders in recent weeks to remove the discharge vote from the agenda
03/28/2022
ZKB drops Swisscanto Invest brand for professional investors
Swisscanto as a brand will still be used on funds, and Swisscanto as a pension brand will keep publishing its Pension Fund Survey.
03/25/2022
RIAs Consolidate under the Kingswood Wealth Advisors Brand
These changes will allow the firm to create a better, more efficient service model that capitalizes on economies of scale.
03/25/2022
Wall Street Wealth Manager Teams Up with International Art Patrons and Blockchain Tech-Gurus to Launch ATO
The five-year saga to launch ATO Platform – a souped-up, tech-abundant asset management solution is bringing financial logic and pricing transparency to the art market.
03/25/2022
Credit Suisse Has A Diversity Champion
A Credit Suisse program launched in 2014 to foster LGTB+ and allyship among employees, encouraged her to come out at work as gender fluid and non-binary, both part of the wider trans spectrum of identities.
03/25/2022
Swiss Asset Manager Will Help Others Get Licenses
As one of the largest asset managers in eastern Switzerland, it was important for us to present all processes and procedures ourselves.
03/24/2022
Rothschild head of M&A for Australia Chris Forman dies, 48
We are deeply saddened by Chris’ passing
03/24/2022
Greater Bay Area wealthy demand more sophisticated advice
ESG and crypto feature strongly among risk-seeking rich investors in the region
03/24/2022
VT Wealth Welcomes Unhappy Bankers
For the Zurich-based wealth manager, which employs over 30 people, technology, software, and automation play an important role in its services
03/24/2022
UBS Will Allow Some U.S. Employees to Work Remotely Full-Time
Starting with its wealth unit, UBS expects about 10% of its workers in the U.S. to go remote.
03/24/2022
SJP partner firm merges with two financial planning companies
Expansion is ‘testament to the growing demand’ for advice
03/24/2022
Why digital transformations in wealth management must be accelerated
One of the reasons for the wealth management industry’s sluggish adoption of digital transformation is the nature of their work.
03/23/2022
WealthSelect bolsters portfolios
All risk levels within the Managed range of portfolios have seen UK equity exposure reduced following strong performance, while profits have also been taken from holdings in precious metals and natural resources.
03/23/2022
Heightened Risks Undermine “Buy the Dip”
The “buy the dip” mentality appears to be ignoring the fundamental changes under way around the world.
03/23/2022
BCG and SAP Join Forces to Transform Companies into Sustainable Enterprises
The SAP and BCG partnership will help companies tackle the generational challenge of climate change and respond to increasing investor pressure and ever stricter regulations.
03/23/2022
Lombard Odier aims to double assets under management in Middle East in next 5 years
Bank's business in region grew between 10-20% in past 5 years, top executive says
03/23/2022
Annual financial statements of the Credit Suisse Real Estate Fund International as of December 31, 2021
As a result of the portfolio expansion, the positive revaluation of existing properties, and the construction progress of a newbuild project, the market value of the portfolio properties increased to CHF 4,205.5 million (previous year: CHF 4,033.8
03/23/2022
Why are private banks setting up shop in Spain?
The development of the intermediaries Spanish market will be under the remit of Claudia Linares and the bank will strengthen with new hires.
03/23/2022
Liontrust cuts DFM fees on multi-asset ranges
5 bps or more chopped off